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New feature
a year ago

🎯 Get targeted downloads with document type filtering

Introducing new type filtering when you’re downloading documents in bulk. 

Now you can select your desired document types before downloading, ensuring a faster and more efficient process.

Why it matters

  • Previously, GPs had to download all document types in bulk, which often included irrelevant and unnecessary files.
  • Now, GPs can filter and select only the specific document types they need, making downloads faster and more efficient.

How it works

  • GPs can choose document types while exporting investor documents:
    • Subscription Documents
    • AML/KYC & Other Supporting Documents
    • Reference Documents
  • Only the selected document types will be downloaded for all chosen LPs.
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